Sweeney & Michel, LLC Purchases in Q3 2025

Sweeney & Michel, LLC

  • $298 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
FSMD
Fidelity Covington Tr Small Mi

ETFs
833
+ 7.72%
$41.29 - $44.71 $34.4K - $37.2K
11.6K $492M
MO
Altria Group, Inc.

Consumer Defensive
45
+ 1.12%
$57.75 - $67.68 $2.6K - $3.05K
4.06K $270M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
353
+ 0.95%
$52.39 - $53.11 $18.5K - $18.7K
37.4K $1.98B
FENY
Fidelity Covington Tr Msci Ene

ETFs
2.04K
+ 13.77%
$23.27 - $25.46 $47.5K - $52K
16.9K $399M
FDVV
Fidelity High Dividend ETF

ETFs
118
+ 0.67%
$52.42 - $55.71 $6.19K - $6.57K
17.6K $963M
HD
Home Depot, Inc.

Consumer Cyclical
55
+ 4.03%
$357.4 - $423.42 $19.7K - $23.3K
1.42K $534M
SOXX
Ishares Semiconductor ETF

ETFs
2
+ 0.19%
$236.93 - $271.12 $474 - $542
1.03K $280M
IMTM
Ishares Msci Intl Momentum Fac

ETFs
275
+ 5.52%
$44.58 - $48.01 $12.3K - $13.2K
5.26K $247M
EPI
Wisdomtree Tr India Earnings F

ETFs
1.32K
+ 6.89%
$43.79 - $47.63 $57.7K - $62.7K
20.4K $915M
NCA
Nuveen California Municipal Value Fund

Financial Services
138
+ 0.18%
$8.41 - $8.79 $1.16K - $1.21K
76.3K $676M
VHT
Vanguard Health Care ETF

ETFs
4
+ 0.31%
$239.12 - $259.95 $956 - $1.04K
1.31K $346M
MRK
Merck & Co., Inc.

Healthcare
5
+ 0.07%
$77.6 - $87.37 $388 - $437
7.1K $611M
MET
Metlife Inc

Financial Services
46
+ 0.72%
$73.82 - $82.37 $3.4K - $3.79K
6.43K $513M
DVYE
Ishares Emerging Markets Divid

ETFs
796
+ 4.5%
$28.5 - $30.64 $22.7K - $24.4K
18.5K $529M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
28
+ 0.35%
$108.46 - $120.63 $3.04K - $3.38K
7.95K $909M
IGRO
Ishares Tr International Divid

ETFs
57
+ 0.45%
$75.97 - $80.24 $4.33K - $4.57K
12.7K $998M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
23
+ 0.47%
$94.17 - $99.95 $2.17K - $2.3K
4.91K $482M
BND
Vanguard Bd Index Fd Inc Total

ETFs
36
+ 1.0%
$72.57 - $74.72 $2.61K - $2.69K
3.65K $272M
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
267
+ 3.13%
$25.0 - $25.33 $6.68K - $6.76K
8.79K $222M
XLF
Financial Sector Spdr

ETFs
139
+ 3.24%
$51.37 - $54.25 $7.14K - $7.54K
4.43K $231M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
143
+ 1.03%
$62.09 - $66.51 $8.88K - $9.51K
14K $885M
ETN
Eaton Corp PLC

Industrials
2
+ 0.3%
$342.99 - $392.76 $686 - $786
672 $248M
Blackrock ETF Trust Ii
70
+ 0.63%
N/A
11.1K $564M
Capital Group Core Balanced
34
+ 0.53%
N/A
6.47K $222M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
35
+ 0.83%
$78.96 - $80.04 $2.76K - $2.8K
4.24K $338M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
56
+ 2.02%
$100.37 - $100.74 $5.62K - $5.64K
2.83K $284M
V
Visa Inc.

Financial Services
27
+ 1.67%
$332.09 - $358.86 $8.97K - $9.69K
1.64K $564M
CSCO
Cisco Systems, Inc.

Technology
27
+ 0.85%
$66.2 - $71.79 $1.79K - $1.94K
3.22K $219M
SCHW
Schwab Charles Corp

Financial Services
12
+ 0.18%
$91.03 - $98.69 $1.09K - $1.18K
6.52K $600M
SDOG
Alps Sector Dividend Dogs ETF

ETFs
66
+ 0.84%
$56.63 - $60.72 $3.74K - $4.01K
7.89K $460M
Fidelity Wise Origin Bitcoin
116
+ 1.18%
N/A
9.97K $1.01B
AMGN
Amgen Inc

Healthcare
70
+ 1.4%
$271.18 - $309.22 $19K - $21.6K
5.07K $1.47B
XOM
Exxon Mobil Corp

Energy
112
+ 2.67%
$105.83 - $117.22 $11.9K - $13.1K
4.31K $477M
RQI
Cohen & Steers Quality Income Realty Fund Inc

Financial Services
1.24K
+ 1.89%
$12.09 - $12.69 $15K - $15.8K
67K $807M
BA
Boeing CO

Industrials
40
+ 3.81%
$209.79 - $237.38 $8.39K - $9.5K
1.09K $230M
IBM
International Business Machines Corp

Technology
15
+ 0.64%
$234.77 - $292.47 $3.52K - $4.39K
2.35K $654M
VNQ
Vanguard Specialized Funds Van

ETFs
120
+ 0.96%
$88.47 - $93.24 $10.6K - $11.2K
12.6K $1.11B
ALLY
Ally Financial Inc.

Financial Services
256
+ 4.0%
$36.95 - $44.58 $9.46K - $11.4K
6.66K $246M
QCOM
Qualcomm Inc

Technology
12
+ 0.3%
$145.84 - $173.55 $1.75K - $2.08K
4.06K $624M
ABNB
Airbnb, Inc.

Consumer Cyclical
111
+ 6.57%
$118.3 - $142.16 $13.1K - $15.8K
1.8K $213M
FSTA
Fidelity Covington Tr Msci Con

ETFs
75
+ 0.42%
$49.57 - $52.57 $3.72K - $3.94K
18.1K $898M
VDC
Vanguard Consumer Staples ETF

ETFs
19
+ 0.32%
$212.64 - $225.25 $4.04K - $4.28K
5.89K $1.25B
UPS
United Parcel Service Inc

Industrials
90
+ 3.66%
$82.58 - $105.54 $7.43K - $9.5K
2.55K $211M
FDX
Fedex Corp

Industrials
18
+ 0.44%
$217.1 - $243.2 $3.91K - $4.38K
4.15K $932M
TCBK
Trico Bancshares

Financial Services
1.13K
+ 0.9%
$40.26 - $46.49 $45.5K - $52.5K
127K $5.3B
PM
Philip Morris International Inc.

Consumer Defensive
15
+ 0.49%
$157.77 - $183.27 $2.37K - $2.75K
3.06K $490M
KMI
Kinder Morgan, Inc.

Energy
548
+ 0.56%
$26.23 - $28.5 $14.4K - $15.6K
99.1K $2.69B
KKR
Kkr & Co. Inc.

Financial Services
4
+ 0.14%
$129.95 - $152.16 $520 - $609
2.87K $338M
COST
Costco Wholesale Corp

Consumer Defensive
19
+ 0.31%
$915.95 - $994.57 $17.4K - $18.9K
6.11K $5.69B
Activity Summary
Buys All Purchases 100 New Holdings 9 Increased Positions 91 Sells All Sells 33 Reductions 33 Sold out 0 Options Calls 0 Puts 0
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